Business Owners
Bill Faiferlick helps business owners by creating comprehensive financial strategies to accumulate, preserve, and retain wealth in these turbulent and unpredictable times.
As our national economy undergoes massive restructuring, there are more uncertainties than certainties.
Successful implementation of strategic solutions allows business owners to capture tax obligations and turn them into investment capital for savings. As one client described it; “This is found MONEY!”
The following are some of the areas Bill routinely consults on:
- Retirement planning: Taking advantage of $350,000 a year in new tax deductions you didn’t know were available to secure the retirement you have dreamed of.
- Opportunity Pricing on the sale or purchase of your business can make it financially more attractive and save you millions. Structuring the deal beyond the typical purchase and sale agreement is critical to capital preservation and ensures their business is financially attractive to potential purchasers.
- Understanding your CPAs limitations: Why they are better viewed as historians and why they do not make good pre-screeners, evaluators, or gatekeepers of opportunities. If your CPA could have, they would already have solved this issue.
- Productivity Profitability: Converting expenses back into profits. A simple strategy that will turn tax obligations into investment capital. This dramatically alters business profitability and increases business competitiveness.
- Multiple Entity Structures can insulate you and your business from unnecessary risks associated with frivolous lawsuits and litigation, unforeseen partnership issues, and untimely domestic situations. Given that a new law suit is filed every thirty seconds in the U.S., risk management must be a critical component in any planning opportunity.
- Real Estate in retirement plans: Why you really shouldn’t include it. The answer has nothing to do with real estate values.
- Anticipating Divorce and other unexpected life altering events: How to avoid financial disaster: The single largest looming asset implosion you may ever experience given divorce statistics. Without adequate protection everything you have financially accomplished can disappear overnight.
- International Investing: Can protect financial gains, address eroding privacy concerns, and diversify holdings to capture world returns and minimize access of the U.S. treasury granted under the newly enacted Troubled Asset Relief Program (T.A.R.P.).
“Risk comes from not knowing what you are doing” – Warren Buffett
To discuss how Bill Faiferlick can enhance your future prosperity through wealth creation, preservation and growth with comprehensive financial strategies to benefit you, please call Bill at 425-743-1291 or complete the Contact Us form.
Retirement Realities
- The Power of Inflation to Erode Retirement Capital & Savings
- Pre-Funding Health Care to Extend Savings!
- You'll Need More Capital for Retirement!
Owner Benefit Pension Plan
- Is an Owner Benefit Plan Suitable?
- Owner Benefit Plan Frequently Asked Questions
- Owner Benefit Plan Frequently Asked Questions
- Obstacles to Owner Benefit Plans Today
- The Difference in Pre-Tax versus After Tax Investing
International Investing
Entity Structures
Sale or Purchase of a Business
Divorce Insurance
US & Global Financial Issues
- New Concerns about Mounting US Debt
- US and Global Financial Issues Affecting Everyone
- The Nation’s Long-Term Fiscal Outlook - GAO September 2008 Update
Privacy
Practice Management
- You’re Working More than You Need to and Here’s Why
- Little Known Strategies to Increase Profitability for Family Owned Businesses
Other Considerations
About Bill Faiferlick
Helping business owners, professionals and affluent individuals leverage the tax system by reducing tax liabilities from $80,000 or more annually and optimizing the purchase or sale of business or professional practice. Learn more.